SIA
Schechter Investment Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $37.5M | Sell |
217,179
-974
| -0.4% | -$168K | 3.09% | 2 |
|
|
2024
Q4 | $36.9M | Buy |
218,153
+7,877
| +4% | +$1.33M | 2.83% | 1 |
|
|
2024
Q3 | $36.7M | Sell |
210,276
-2,740
| -1% | -$478K | 2.7% | 3 |
|
|
2024
Q2 | $34.2M | Buy |
213,016
+5,537
| +3% | +$888K | 2.57% | 5 |
|
|
2024
Q1 | $33.8M | Sell |
207,479
-1,472
| -0.7% | -$240K | 2.53% | 6 |
|
|
2023
Q4 | $31.2M | Sell |
208,951
-14,307
| -6% | -$2.14M | 2.71% | 3 |
|
|
2023
Q3 | $30.8M | Sell |
223,258
-3,146
| -1% | -$434K | 2.98% | 3 |
|
|
2023
Q2 | $32.2M | Sell |
226,404
-1,570
| -0.7% | -$223K | 2.89% | 3 |
|
|
2023
Q1 | $31.5M | Buy |
227,974
+17,479
| +8% | +$2.41M | 2.91% | 2 |
|
|
2022
Q4 | $29.5M | Buy |
210,495
+1,413
| +0.7% | +$198K | 2.7% | 2 |
|
|
2022
Q3 | $25.8M | Buy |
209,082
+15,574
| +8% | +$1.92M | 2.54% | 1 |
|
|
2022
Q2 | $25.5M | Buy |
193,508
+4,896
| +3% | +$646K | 2.48% | 1 |
|
|
2022
Q1 | $27.9M | Buy |
188,612
+9,121
| +5% | +$1.35M | 2.59% | 2 |
|
|
2021
Q4 | $26.4M | Buy |
+179,491
| New | +$26.4M | 2.38% | 2 |
|